US · Industrials · Industrial Distribution
EPS came in at 4.00 against a street estimate of 4.38 — a miss of 8.7%.
Analysts rate Watsco Inc a hold (3 buy, 10 hold, 2 sell out of 15) with an average price target of $379.00.
CONFIDENT WSO reported stabilizing markets with 2% revenue growth to $2.1B. Resi HVAC equipment +5%; gross margin 27.5% vs 29.3% YoY due to normalized OEM pricing. Jackson Supply acquisition ($230M revenue, 25 locations) closed June 1. July tracking 4–5% organic growth. Q2 2026 Unusual north-strong, south-weak split. Regional differences expected to persist; West Coast and South remain challenged. Analysts pressed on gross margin normalization (Barry clarified 27% baseline vs 2025 anomaly), pricing weakness (Rick/Paul cited blended OEM yields and customer mix), and end-demand softness (management countered with July +4–5% growth and market stabilization thesis, emphasizing replacement cycle as structural floor). 2026-07-29…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 9.91% |
| Capital Research & Mgmt Co - Division 3 | 8.45% |
| Capital Research Global Investors | 4.61% |
| FMR Inc | 4.58% |
| Vanguard Portfolio Management, LLC | 4.24% |
| Vanguard Capital Management, LLC | 3.80% |
| Charles Schwab Investment Management Inc | 3.25% |
| Kayne Anderson Rudnick Investment Management LLC | 3.22% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Watsco Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.